Rogers Sugar Inc

RSI-T

TSE:RSI

4.74
0.00 (0.00%)
Rogers Sugar Income Fund is the income trust that was established in October 1997 to act as a holding company for Lantic Sugar Limited that operates in Eastern Canada and Rogers Sugar Ltd. that is based in Western Canada.
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Analysis and Opinions about RSI-T

Signal
Opinion
Expert
COMMENT
COMMENT
April 17, 2012
Good dividend payer but it didn't attract him enough to buy. Sugar prices can vary so much over time. A good one to watch in the same way that natural gas is a good one to watch. When prices are way down, then at some point they're going to come back up. Not cheap enough for him.
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Good dividend payer but it didn't attract him enough to buy. Sugar prices can vary so much over time. A good one to watch in the same way that natural gas is a good one to watch. When prices are way down, then at some point they're going to come back up. Not cheap enough for him.
BUY
BUY
December 19, 2011
Sugar in Canada is a duopoly. Their only 2 companies, and what's more, they are protected by a tariff wall against US companies and has 3 years to go. Their biggest input is natural gas, which is very cheap right now. Steady money-maker but not a big grower. For those that need income, it is pretty safe with a high yield.
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Rogers Sugar Inc (RSI-T)
December 19, 2011
Sugar in Canada is a duopoly. Their only 2 companies, and what's more, they are protected by a tariff wall against US companies and has 3 years to go. Their biggest input is natural gas, which is very cheap right now. Steady money-maker but not a big grower. For those that need income, it is pretty safe with a high yield.
TOP PICK
TOP PICK
December 12, 2011
2012 looks to be a better year so he thinks dividends will be increased. Benefit from low natural gas prices, which is their main input. Balance sheet has improved. Sugar prices have dropped, which is good for them, as a lot of times they have to buy sugar on the open market to meet demand. Yield of 6.6%.
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Rogers Sugar Inc (RSI-T)
December 12, 2011
2012 looks to be a better year so he thinks dividends will be increased. Benefit from low natural gas prices, which is their main input. Balance sheet has improved. Sugar prices have dropped, which is good for them, as a lot of times they have to buy sugar on the open market to meet demand. Yield of 6.6%.
DON'T BUY
DON'T BUY
October 4, 2011
Looks at this one about once a year and then always decides it is not for him. Doesn't interest him at this time. Yield of 8%.
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Rogers Sugar Inc (RSI-T)
October 4, 2011
Looks at this one about once a year and then always decides it is not for him. Doesn't interest him at this time. Yield of 8%.
BUY
BUY
September 14, 2011
A recession proof stock, especially because the business in Canada is a duopoly with tariff protection. As long as sugar continues to be in demand this company will be okay. Their main input is natural gas and they are able to lock in low natural gas prices. Current high sugar prices are very bad for them as they have to buy sugar when they cannot produce enough. Nice dividend at 6.6%.
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Rogers Sugar Inc (RSI-T)
September 14, 2011
A recession proof stock, especially because the business in Canada is a duopoly with tariff protection. As long as sugar continues to be in demand this company will be okay. Their main input is natural gas and they are able to lock in low natural gas prices. Current high sugar prices are very bad for them as they have to buy sugar when they cannot produce enough. Nice dividend at 6.6%.
BUY
BUY
August 24, 2011
In the fortunate position of a duopoly in Canada and there is a tariff wall. Natural gas is used in the drying process and low price is a benefit. Income is not bad (6.6%), not a big growth stock.
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Rogers Sugar Inc (RSI-T)
August 24, 2011
In the fortunate position of a duopoly in Canada and there is a tariff wall. Natural gas is used in the drying process and low price is a benefit. Income is not bad (6.6%), not a big growth stock.
DON'T BUY
DON'T BUY
July 14, 2011
Prospects should be fantastic as the world continues a never-ending growth pattern of more sugar however are subject to higher operating costs, especially raw sugar prices. This has hurt them. Have a partial hedge as they have a major beet plant in Alberta giving them a source for sugar.
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Prospects should be fantastic as the world continues a never-ending growth pattern of more sugar however are subject to higher operating costs, especially raw sugar prices. This has hurt them. Have a partial hedge as they have a major beet plant in Alberta giving them a source for sugar.
COMMENT
COMMENT
May 5, 2011
In the commodity sector which is coming to the end of its period now. Chart shows a descending triangle and it has broken down through it. Getting close to its $5.10 support very fast. Next level would be $4.80.
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In the commodity sector which is coming to the end of its period now. Chart shows a descending triangle and it has broken down through it. Getting close to its $5.10 support very fast. Next level would be $4.80.
PAST TOP PICK
PAST TOP PICK
December 7, 2010
(Top Pick Dec 2/09, Up 30%) The crop looks really good in 2011. Converting to corp. and leaving dividend where it is.
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Rogers Sugar Inc (RSI-T)
December 7, 2010
(Top Pick Dec 2/09, Up 30%) The crop looks really good in 2011. Converting to corp. and leaving dividend where it is.
TOP PICK
TOP PICK
September 28, 2010
Convertible debenture (RSI.DB.B-T) due June 29/13. Yield of around 4.5%.
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Rogers Sugar Inc (RSI-T)
September 28, 2010
Convertible debenture (RSI.DB.B-T) due June 29/13. Yield of around 4.5%.
COMMENT
COMMENT
September 10, 2010
Limits on how much beet sugar can be shipped to the US. Key input costs are Nat gas, which is working on their side. Prime market is Canadian.
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Rogers Sugar Inc (RSI-T)
September 10, 2010
Limits on how much beet sugar can be shipped to the US. Key input costs are Nat gas, which is working on their side. Prime market is Canadian.
PAST TOP PICK
PAST TOP PICK
July 20, 2010
(Top Pick Dec 2/09, Up 19% total return) Play on income. Good quality yield, safe play. Have hedged inputs of Natural Gas for the next few years. They convert Nat Gas into sugar. Converting to corp. and cutting distribution to be same after tax. Little bit of upside.
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(Top Pick Dec 2/09, Up 19% total return) Play on income. Good quality yield, safe play. Have hedged inputs of Natural Gas for the next few years. They convert Nat Gas into sugar. Converting to corp. and cutting distribution to be same after tax. Little bit of upside.
BUY
BUY
March 24, 2010
Slow growth. Manufacture sugar but don't sell it at spot prices. High sugar prices are not good as it encourages customers to switch. Distribution will be cut when they convert but for taxable accounts it doesn't matter since what you lose in distribution yield, you get tax dividend credit for it. Use natural gas, which is currently very cheap.
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Slow growth. Manufacture sugar but don't sell it at spot prices. High sugar prices are not good as it encourages customers to switch. Distribution will be cut when they convert but for taxable accounts it doesn't matter since what you lose in distribution yield, you get tax dividend credit for it. Use natural gas, which is currently very cheap.
DON'T BUY
DON'T BUY
January 20, 2010
Volatility in distributions through the years. Great performer in the last year because sugar prices have doubled. If you want a holding that gives steady income with some growth there are better places to be.
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Rogers Sugar Inc (RSI-T)
January 20, 2010
Volatility in distributions through the years. Great performer in the last year because sugar prices have doubled. If you want a holding that gives steady income with some growth there are better places to be.
BUY
BUY
January 4, 2010
Stock hasn't gone anywhere since 2001 but he has got $.40 a share in dividends every year. Sugar prices are at an 11-year high but this doesn't boost their bottom line. Will have to convert in 2011 but the dividend looks pretty safe and he expects a good year in 2010.
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Rogers Sugar Inc (RSI-T)
January 4, 2010
Stock hasn't gone anywhere since 2001 but he has got $.40 a share in dividends every year. Sugar prices are at an 11-year high but this doesn't boost their bottom line. Will have to convert in 2011 but the dividend looks pretty safe and he expects a good year in 2010.
TOP PICK
TOP PICK
December 2, 2009
10.8% distribution. Manufactures and distributes sugar. One of only two companies in Canada. Low natural gas prices to cook the sugar and higher sugar prices gave them a record year. Ran a flawless manufacturing this year. Can sustain the payout ratio when it converts to a corporation.
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Rogers Sugar Inc (RSI-T)
December 2, 2009
10.8% distribution. Manufactures and distributes sugar. One of only two companies in Canada. Low natural gas prices to cook the sugar and higher sugar prices gave them a record year. Ran a flawless manufacturing this year. Can sustain the payout ratio when it converts to a corporation.
HOLD
HOLD
January 5, 2009
Yield of 12%. In a consolidation phase. Difficult to analyze technically. Not a lot of volume and what is there is spotty. Could possibly get up to $4.30. Use $3.60 as a Stop. Better opportunities available.
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Rogers Sugar Inc (RSI-T)
January 5, 2009
Yield of 12%. In a consolidation phase. Difficult to analyze technically. Not a lot of volume and what is there is spotty. Could possibly get up to $4.30. Use $3.60 as a Stop. Better opportunities available.
COMMENT
COMMENT
August 13, 2008
Primary facility is in Alberta. Basically service domestic markets because of stringent export rules. Key input costs is natural gas. He is interested in looking at this one.
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Rogers Sugar Inc (RSI-T)
August 13, 2008
Primary facility is in Alberta. Basically service domestic markets because of stringent export rules. Key input costs is natural gas. He is interested in looking at this one.
COMMENT
COMMENT
July 3, 2008
It is now back into support again. Not sure if high input costs caused it to drop. You are probably okay to buy it here. In a market like this, he would prefer a trust that has infrastructure such as pipes, lines and utilities.
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It is now back into support again. Not sure if high input costs caused it to drop. You are probably okay to buy it here. In a market like this, he would prefer a trust that has infrastructure such as pipes, lines and utilities.
BUY
BUY
February 19, 2008
(Market Call Minute.) Excellent small income trust. Distribution has gone up. Their trade protection was renewed. Pretty safe.
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Rogers Sugar Inc (RSI-T)
February 19, 2008
(Market Call Minute.) Excellent small income trust. Distribution has gone up. Their trade protection was renewed. Pretty safe.
COMMENT
COMMENT
January 21, 2008
(Market Call Minute.) Doesn't think it will go up with other agricultural stocks. No natural gas price has helped the stock.
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Rogers Sugar Inc (RSI-T)
January 21, 2008
(Market Call Minute.) Doesn't think it will go up with other agricultural stocks. No natural gas price has helped the stock.
TOP PICK
TOP PICK
January 9, 2008
He looks on this as a hidden play on agriculture. It's a way to play soft commodities and is overlooked. It is trying to break out. Nice uptrend. Use $4.25 Stop.
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Rogers Sugar Inc (RSI-T)
January 9, 2008
He looks on this as a hidden play on agriculture. It's a way to play soft commodities and is overlooked. It is trying to break out. Nice uptrend. Use $4.25 Stop.
HOLD
HOLD
December 10, 2007
Price has been relatively strong within the income trust market. Cash flow is fairly predictable. The one overhang is that we are getting closer and closer to 2011.
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Rogers Sugar Inc (RSI-T)
December 10, 2007
Price has been relatively strong within the income trust market. Cash flow is fairly predictable. The one overhang is that we are getting closer and closer to 2011.
HOLD
HOLD
October 19, 2007
They are making more profit then they have historically. There is two sugar companies (Rogers and Atlantic) that have been able to effectively raise prices on refining which is pretty unusual. They have duopoly, which allows them to set the prices.
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Rogers Sugar Inc (RSI-T)
October 19, 2007
They are making more profit then they have historically. There is two sugar companies (Rogers and Atlantic) that have been able to effectively raise prices on refining which is pretty unusual. They have duopoly, which allows them to set the prices.
BUY
BUY
July 4, 2007
Sugar processing. Currently there are restrictions on how much sugar can go into the US. Hedge natural gas for their input costs. Decent buy at this price.
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Sugar processing. Currently there are restrictions on how much sugar can go into the US. Hedge natural gas for their input costs. Decent buy at this price.
DON'T BUY
DON'T BUY
June 27, 2007
Like a lot of consumer income trusts, a lot of things are going against them. Did a good job of managing what they can control, but a lot of input costs have gone against them. Sugar is not a freely tradable commodity making it difficult to get into the US.
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Like a lot of consumer income trusts, a lot of things are going against them. Did a good job of managing what they can control, but a lot of input costs have gone against them. Sugar is not a freely tradable commodity making it difficult to get into the US.
BUY
BUY
May 25, 2007
US is closed and most of their sugar comes from beet farmers in the Southeast US. Roger’s can take advantage of this through their large beet farms in Alberta. Have large part of their quota in a US. Takes a lot of energy. Has a little too much debt for his purposes.
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US is closed and most of their sugar comes from beet farmers in the Southeast US. Roger’s can take advantage of this through their large beet farms in Alberta. Have large part of their quota in a US. Takes a lot of energy. Has a little too much debt for his purposes.
HOLD
HOLD
May 14, 2007
Thinks that next year and the year after they will raise their distributions. Have been buying back units.
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Thinks that next year and the year after they will raise their distributions. Have been buying back units.
COMMENT
COMMENT
February 9, 2007
Doesn't feel they will benefit from the ethanol cycle.
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Rogers Sugar Inc (RSI-T)
February 9, 2007
Doesn't feel they will benefit from the ethanol cycle.
DON'T BUY
DON'T BUY
February 8, 2007
For large part of their business, there are trade barriers to get into the US that makes it difficult for them. Have had high input costs, particularly natural gas. Have started to turn this around by taking costs out of their system. Have high debt.
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Rogers Sugar Inc (RSI-T)
February 8, 2007
For large part of their business, there are trade barriers to get into the US that makes it difficult for them. Have had high input costs, particularly natural gas. Have started to turn this around by taking costs out of their system. Have high debt.
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